Cerity Partners
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Cerity Partners’s Nasdaq NDAQ Stock Holding History

Cerity Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Sell
189,518
-11,414
-6% -$1.02M 0.02% 512
2025
Q4 		$19.5M Buy
200,932
+51,328
+34% +$4.62M 0.03% 423
2025
Q3 		$13.2M Buy
149,604
+17,796
+14% +$1.65M 0.02% 483
2025
Q2 		$11.8M Buy
131,808
+17,936
+16% +$1.43M 0.02% 484
2025
Q1 		$8.64M Buy
113,872
+6
+0% +$472 0.02% 540
2024
Q4 		$8.35M Sell
113,866
-3,992
-3% -$309K 0.02% 544
2024
Q3 		$8.6M Buy
117,858
+55,202
+88% +$3.77M 0.02% 533
2024
Q2 		$3.78M Sell
62,656
-53,854
-46% -$3.26M 0.01% 693
2024
Q1 		$7.35M Buy
116,510
+106,026
+1,011% +$6.13M 0.02% 540
2023
Q4 		$610K Buy
10,484
+3,403
+48% +$179K ﹤0.01% 1189
2023
Q3 		$344K Buy
7,081
+756
+12% +$38.3K ﹤0.01% 1107
2023
Q2 		$315K Sell
6,325
-1,334
-17% -$72.3K ﹤0.01% 1372
2023
Q1 		$419K Buy
7,659
+2,090
+38% +$121K ﹤0.01% 1380
2022
Q4 		$342K Sell
5,569
-11
-0.2% -$685 ﹤0.01% 1095
2022
Q3 		$316K Sell
5,580
-204
-4% -$12K ﹤0.01% 866
2022
Q2 		$294K Buy
5,784
+1,101
+24% +$58.3K ﹤0.01% 913
2022
Q1 		$278K Buy
+4,683
New +$277K ﹤0.01% 754

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